Benefits brokerage · 2 offices
WRM GROUP LLC
WRM GROUP LLC is named as the broker of record on 6 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| JASPER | AL | 5 |
| No city on file | — | 1 |
Book profile
WRM GROUP LLC brokers 6 insured contracts for 5 employers, all in Alabama.
Life is the largest line (4 contracts), followed by vision (3), disability (3), dental (2).
DEARBORN LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 33%); COMPANION LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on May 1: 50% of the dated welfare contracts have policy years ending in April, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 4 · vision 3 · disability 3 · dental 2 · health 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SERRA AUTOMOTIVE MANAGEMENT | BIRMINGHAM, AL | JASPER, AL | METROPOLITAN LIFE INSURANCE COMPANY | Aug 1FY2025 |
| BAMA CONCRETE PRODUCTS CO IN | TUSCALOOSA, AL | JASPER, AL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | May 1FY2024 |
| MONTE SAN RESEARCH CORPORTATION | HUNTSVILLE, AL | No city on file | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BTC WHOLESALE DISTRIBUTORS, INC. | ALABASTER, AL | JASPER, AL | COMPANION LIFE INSURANCE COMPANY | Oct 1FY2025 |
| BAMA CONCRETE PRODUCTS CO IN | TUSCALOOSA, AL | JASPER, AL | DEARBORN LIFE INSURANCE COMPANY | May 1FY2025 |
more contract in WRM GROUP LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)